We find value in mispriced opportunities undergoing change.
Use our valuation tracker and find out what stock markets look cheap or expensive around the world. Learn from our experts where the opportunities and risks are over the long-term.
The concept behind value investing is simple: identify stocks whose value isn’t reflected in the current share price and hold on to them until the broader market recognizes what they’re worth.
Keen to learn more? Then explore our educational materials below, which are accredited for structured CPD by CISI.
At Invesco we have a host of capabilities that cover both value tracking and active valuation-driven investing. We can therefore cater for a range of investment objectives, from simple value diversification to potential valuation-driven outperformance exposure.
Valuation-driven investing sits at the heart of our Henley Investment Centre's investment philosophy.
Perseverance: Looking beyond short-termism and hype to uncover mispriced assets that others haven't spotted.
Inspiration: Immersing ourselves in unconstrained research to support our clients’ needs.
Progress: Always seeking the competitive advantage that could unlock investment success.
Find out more about the individual teams by visiting the UK, European, Asian & Emerging Market equity and Global team pages.
As one the world’s largest ETF providers, we constantly look for ways to help you reach new opportunities.
Experience: Dedicated to ETF investing since 2003.
Breadth: Providing a variety of investment opportunities through a vast ETF range.
Value: Offering ETFs weighted by fundamental value, as opposed to market cap.
UK smaller companies: review and outlook
Markets were relatively volatile during the quarter, with investors being pulled between the negatives of geopolitics and weaker industrial demand, and the potential benefit of lower interest rates.
UK smaller companies: Q3 2024 market review and outlook
Better inflation data prompted a strong start to the quarter, however, there was a sharp sell-off in August as positivity around interest rates was swamped by fears of a US recession. These fears gradually dissipated, and markets largely recovered by the end of the quarter.
UK equities: Q3 2024 market review and outlook
In this video, fund manager Martin Walker discusses what has been happening in UK markets, economic news and recent fund performance, plus his outlook for UK equities.
Indian equities: Investment opportunities in a market poised for growth
The Indian equity market is poised for significant growth, and we believe performance will be supported by strong corporate earnings and GDP figures. Find out more.
Where you’ll find the cheapest and most expensive stock markets in the world
Find out what regional stock markets look cheap or expensive and learn from our experts about investing opportunities and risks around the world.
The concept behind value investing is simple: identify stocks whose value isn’t reflected in the current share price and hold on to them until the broader market recognises what they’re worth.
Valuation-driven investing takes the concept of value investing (holding underappreciated stocks until the broader market recognises their worth) a step further, by taking the future potential of a company into account, in addition to the current business fundamentals.
Growth stocks have driven equity returns across the world ever since the global financial crisis. However, with persistent inflation and rising interest rates (which typically benefit value stocks), the macroeconomic backdrop is changing, which could favour a value approach.
Passive value investments can offer exposure by tracking an index weighted by fundamental value, as opposed to market cap, which is how indices are typically constructed.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Data as at 10th October 2023.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
Views and opinions are based on current market conditions and are subject to change.
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